LeadPilotOS has significantly enhanced the efficiency of an insurance agency by enabling one-click calling, allowing agents to make over 100 calls daily. The platform also provides valuable insights into team performance, improving accountability and identifying areas for agent development.
View Full ReviewLeadPilotOS is an insurance agency CRM and sales operating system for independent insurance agencies. It keeps every lead, call, follow-up and sale in one workspace. New leads from an agency's lead sources and web forms are handed out to agents in turn. Agents call with a built-in auto-dialer that rings the agent first and then dials two leads at once, or with one click from their own desk phone. After a recorded call, AI Call Copilot suggests the notes, the outcome and the next follow-up for the agent to review (with CallHarbor phone accounts). Customers, policies, renewals and cross-sell stay organized after the sale, and the Dashboard shows production by agent and by lead source. One plan: $299 a month per agency with 7 users included. Calls, texts and phone numbers are billed by the agency's own providers.
